4//SEC Filing
Neeleman Stephen 4
Accession 0001415889-25-010258
CIK 0001428336other
Filed
Apr 3, 8:00 PM ET
Accepted
Apr 4, 6:32 PM ET
Size
14.9 KB
Accession
0001415889-25-010258
Insider Transaction Report
Form 4
Neeleman Stephen
DirectorFOUNDER AND VICE CHAIRMAN
Transactions
- Tax Payment
Common Stock
2025-04-03$83.88/sh−1,316$110,380→ 122,661 total - Award
Common Stock
2025-04-02+14,086→ 102,008 total - Award
Common Stock
2025-04-02+21,969→ 123,977 total
Holdings
- 19,897
Stock Option (right to buy)
Exercise: $41.28Exp: 2027-03-27→ Common Stock (19,897 underlying) - 15,337
Stock Options (right to buy)
Exercise: $73.61Exp: 2029-03-26→ Common Stock (15,337 underlying) - 553,235(indirect: See footnote)
Common Stock
- 203,000(indirect: See footnote)
Common Stock
- 14,228
Stock Options (right to buy)
Exercise: $61.72Exp: 2028-03-27→ Common Stock (14,228 underlying)
Footnotes (6)
- [F1]Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2026. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2026.
- [F2]Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 21,969 shares on April 2, 2025.
- [F3]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.8749 to $83.8757 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.
- [F4]Shares held of record by the Stephen and Christine Neeleman Trust.
- [F5]Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
- [F6]The option is immediately exercisable.
Documents
Issuer
HEALTHEQUITY, INC.
CIK 0001428336
Entity typeother
Related Parties
1- filerCIK 0001614838
Filing Metadata
- Form type
- 4
- Filed
- Apr 3, 8:00 PM ET
- Accepted
- Apr 4, 6:32 PM ET
- Size
- 14.9 KB